Blog Archives

Of Buffett and Soros – No just a lot of the Ira Sohn conference

Our Monday morning riser was holding a lot of this so we dedicated a new post to more from the Ira Sohn Conference note. In short, ( pun not intended) buy Korea is right, sell Japan is more like a

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Posted in Financial Markets

Funds try to anchor on to MAY funds | Fund Insight

Multi Asset Yield Funds go one step further on Balanced Equity/bond funds with High yield Investments, Real Estate, Limited Partnerships in alt Assets/PE funds and preferred stock to assure more classes of assets and fatten the regular income stream One

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Posted in Emerging Markets, Financial Markets, Financial Services, Global, iShares

The Deal Economy: Hedge Funds deadline, Pvt Equity payments to “Founders”, Doubling IPOs and lasting ETFs

WE have been silent after the week of march 12, as the deal market summaries showed up a 40% to 80% slump depending onw hich part of the World you were and which market you meant incl debt and equity

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Posted in Amitonomics, Dealbook, Financial Markets, Global, US

HFT playing tricks on ETF stock? and spamming liquidity! | Fund Insight

Though Chi X and the other blackpools that be as well as High Frequency Trading outside Asia are increasing their market shares to atleast 1 in 5 global trades, they are still rushing up a spike or two in rogue

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Posted in Financial Markets

US Economy: Chicago Index shows great improvement , Greek Euros 130 bln a good plop in the bucket

The new LTRO( dole out for European banks to pay their creditors and free themselves up for interbank trading and auctions) is already anticipated as equity markets get used to sweeps of extra liquid cash. Slumping sub prime indices and contracting

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Posted in Amitonomics, Private Equity, Retail Lifestyle, US

China building up Reserve Gold positions | Insight China – Commodities Insight

The plunge in imports in China could not trace back to Gold as Gold demand of 200 tons in coins and jewelry (WGC) was belied by more than 320 tonnes of imports by the nation in the last three months,

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Posted in Amitonomics, Financial Markets, Investments, Retail Lifestyle

Dealing yourself Emerging market equities | Fund insight

Despite the seeming market opportunity for Global funds in Europe with yields recovered to a 3 month low and credit markets busy in the new year without a whiff of default, the pending Greek discussions managed to pour water on

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Posted in Financial Markets

The new commodity cycle, A happy Jim Rogers and a resurgent Asia

Some conditions, A couple of quid pro quos, go ahead and rub the magic lamp! The genie is out again as the housing numbers look to shore up after a bad fortnight in the end of the year with Purchase

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Posted in Banking, China, European Sovereign Debt crisis, Global, India, US

The Global Downward spiral : Inflation nose down, ETF inflows revert to markets

The Global downward spiral for markets Though correlation steams on at near 90% in global equities and fixed income markets ( latter a simple tattle of everyone going bankrupt at the same time) inflation has been broken in many larger

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Posted in Bailout Nation, Bonds, European Sovereign Debt crisis, Financial Markets, Financial Services, Global, iShares, Retail Lifestyle

Global Financial Markets on the fringe in September

Another Globally correlated Monday ..Another bear out of control The weekend was again busy with US fiscal deficit trumping Bernanke’s extended FOMC meeting starting tomorrow and Europe busy watching the ECB buy more Italian and Spanish yield to keep the spreads

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Posted in Amitonomics, Banking, Constitution Day, Financial Markets, Financial Services, Global